Jones Financial Companies’s NV5 Global NVEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39K	Buy	61 +17	+39%	+$387	﹤0.01%	3580
2025 Q1	$847	Buy	+44	New	+$847	﹤0.01%	3433